RM

Resource Management Portfolio holdings

AUM $970M
1-Year Est. Return 28.05%
This Quarter Est. Return
1 Year Est. Return
+28.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$547M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$1.03M
3
+$640K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$620K
5
LOW icon
Lowe's Companies
LOW
+$494K

Top Sells

1
+$1.28M
2
+$344K
3
+$298K
4
F icon
Ford
F
+$292K
5
AMAT icon
Applied Materials
AMAT
+$265K

Sector Composition

1 Energy 18.37%
2 Technology 4.04%
3 Financials 3.21%
4 Healthcare 3.1%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$488K 0.09%
3,129
77
$470K 0.09%
2,179
+709
78
$455K 0.08%
4,808
+60
79
$442K 0.08%
3,055
+1
80
$439K 0.08%
7,227
+56
81
$433K 0.08%
2,400
82
$431K 0.08%
4,000
83
$431K 0.08%
25,706
84
$418K 0.08%
2,566
+245
85
$410K 0.07%
842
-76
86
$407K 0.07%
13,806
+499
87
$405K 0.07%
3,562
+1,293
88
$397K 0.07%
64,000
89
$392K 0.07%
11,661
-111
90
$386K 0.07%
2,349
+392
91
$375K 0.07%
11,954
-154
92
$371K 0.07%
3,480
+2
93
$365K 0.07%
2,190
94
$361K 0.07%
51,320
-160
95
$360K 0.07%
4,412
-595
96
$350K 0.06%
6,000
97
$349K 0.06%
8,608
+22
98
$346K 0.06%
11,691
99
$340K 0.06%
1,395
+181
100
$339K 0.06%
2,250
2 3
4
5 6